Client Advisory


Craig is a Partner in the Orange County office. He has more than thirty years of experience managing client relationships and providing comprehensive planning and investment advisory services to wealthy individuals and families.

Prior to joining Cerity Partners, Craig was a Managing Director and Senior Private Banker in Deutsche Bank Private Wealth Management’s Orange County, California, office. Before joining Deutsche Bank in 2003, he was a Senior Relationship Manager with JP Morgan/Chase Private Bank in Los Angeles and Newport Beach for 14 years and a Manager and Private Banker with Citigroup in Los Angeles. He held positions in private and corporate banking with The Bank of California and First National Bank of Chicago.


  • B.S. in Economics, Iowa State University
  • MBA, University of Michigan
  • Certificate in Personal Financial Planning, University of California at Los Angeles


  • President and Chairman of the Board of Trustees of the Orange County Museum of Art in Newport Beach
  • Active in community organizations and events including OCMA’s Art of Dining, the Ocean Institute Education Center, Boy Scouts of America, the Planned Giving Roundtable of Southern California, and the Los Angeles Philharmonic Business & Professional Committee

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